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Berkshire Hathaway Class B

4,561 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,980 increasing their positions, 1,736 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.26B
Puts
$6.95B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
4626
John W. Brooker & Co
California
S
4627
SharpePoint
Arizona
KFG
4628
Kingdom Financial Group
Arizona
OWP
4629
Old Well Partners
North Carolina
FWS
4630
FinDec Wealth Services
California
EWM
4631
Elite Wealth Management
Washington
SGWM
4632
Sterling Group Wealth Management
California
WI
4633
WJ Interests
Texas
GSC
4634
Ground Swell Capital
South Carolina
BGIM
4635
Brandywine Global Investment Management
Pennsylvania
PCWA
4636
Pacific Capital Wealth Advisors
California
LWA
4637
LifeGoal Wealth Advisors
New York
LPP
4638
Life Planning Partners
Florida
KAM
4639
Kraft Asset Management
Tennessee
O3W
4640
Omni 360 Wealth
New Jersey
HA
4641
HC Advisors
Georgia
FP
4642
Fiduciary Planning
Florida
SPWG
4643
Sage Private Wealth Group
Illinois
MM
4644
Meridian Management
Arkansas
NA
4645
Novus Advisors
South Carolina
LFS
4646
Littlejohn Financial Services
Oregon
PAWA
4647
Palo Alto Wealth Advisors
California
RWA
4648
Roberts Wealth Advisors
California
VRM
4649
Vectors Research Management
New York
PCMF
4650
Private Capital Management (Florida)
Florida